Invesco Peak II Index

Overview

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The Invesco Peak II Index ("the Index") is a multi-asset, target volatility index. The Index provides exposure to equities with a focus on high-quality companies and to fixed income through US 2- and 10-year Treasury bonds. Asset class allocation is dynamically updated daily to seek to provide a consistent volatility profile of 7.5%.

Performance1

as of Dec 16, 2025

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Selected Time Period Performance

Start Date
Start Level
End Date
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Latest Returns2

as of Dec 16, 2025
Index Level 1 Day (%) MTD (%) QTD (%) YTD (%)
Excess Return
Invesco Peak II Index - ER 4,706.39 -0.07 0.13 0.24 0.01

Annualized Returns2

as of Dec 16, 2025
1 yr (%) 3 yr (%) 5 yr (%) 10 yr (%)
Excess Return
Invesco Peak II Index - ER -3.17 4.83 2.70 6.73

Top 10 Constituents

as of Nov 30, 2025
Constituent Weight (%) Sector
Alphabet Inc 8.41 Technology
Apple Inc 6.68 Technology
NVIDIA Corp 6.64 Technology
Meta Platforms Inc 4.42 Technology
AbbVie Inc 3.93 Healthcare
Mastercard Inc 3.08 Technology
Booking Holdings Inc 2.53 Cons Cyclicals
General Motors Co 2.52 Cons Cyclicals
American Express Co 2.25 Financials
Goldman Sachs Group Inc/The 2.15 Financials

Characteristics

as of Nov 30, 2025
Number of Constituents: 219
Constituent Market Cap (USD millions)
Max Market Cap 4301100.00
Min Market Cap 3115.09
Mean Market Cap 103966.43
Median Market Cap 19774.28

Economic Sectors

as of Nov 30, 2025
Holdings % of total net assets
Technology 40.951472
Cons Cyclicals 11.844843
Healthcare 11.362179
Financials 10.871603
Industrials 8.934953
Cons Non-Cyclicals 4.125607
Utilities 3.806655
Real Estate 3.775941
Energy 2.804072
Basic Materials 1.522673
Totals may not add up to 100% due to rounding.

Asset Allocation

as of

Historical Asset Allocation

as of

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1.
The index was launched on April 2, 2020. All data prior to its launch date is back-tested (i.e. calculations of how the index might have performed over that time period had the index existed). Back-tested performance is subject to inherent limitations because it reflects retroactive application of an Index methodology and selection of index constituents with the benefit of hindsight. Past performance, actual or back-tested, is no guarantee of future performance.
2.
Excess return reflects the contribution from Equity and Fixed Income less a performance reduction. The performance reduction is a return adjustment to facilitate higher crediting rates within annuity & insurance products. These adjustments are tailored to annuity and life insurance products with the aim of stabilizing crediting rates over time. Estimated Replication Costs will vary as index allocations change. Please see the Index Calculation section of the index methodology for more information on index cost calculations.